Knowledge

Field notes from the sell-side.

Practical, opinionated guides on selling SMBs — written for owners, not other bankers.

Industry GuideSep 30, 2026

How to Sell a PropTech Company: A Complete Guide to Valuation, Buyers & the M&A Process

Selling a PropTech company requires more than applying a traditional business multiple. Learn how recurring revenue, growth, technology, market position, unit economics, and strategic buyer fit can influence valuation—and how to prepare your company for a successful transaction.

10 min readRead More
ProcessJan 28, 2025

Building Your Deal Team

The advisors you need around the table to close a clean transaction.

6 min readRead More
ProcessJan 15, 2025

Why a Tailored Sale Process Matters

One-size-fits-all auctions destroy value for most lower-middle-market sellers.

5 min readRead More
IndustryDec 20, 2024

Next-Generation Business Brokerage

What modern sellers should expect from a 2020s-era brokerage firm.

6 min readRead More
VertaDec 5, 2024

Why Verta Helps SMBs Underserved by Traditional Banks

The $2M–$25M revenue band is too small for bulge-bracket banks and underserved by local brokers.

5 min readRead More
ValuationNov 18, 2024

How to Value a Small or Medium Business

EBITDA multiples, SDE, asset value, and the adjustments that actually move the needle.

9 min readRead More
ValuationNov 2, 2024

Industry Valuation Multiples: A 2025 Snapshot

Typical EBITDA multiple ranges across common SMB industries.

7 min readRead More
ValuationOct 15, 2024

How to Maximize Your Business Valuation Before a Sale

The 12–24 month moves that consistently lift exit multiples.

8 min readRead More
ProcessSep 28, 2024

The M&A Process: A Seller's Guide

What actually happens between deciding to sell and signing a wire confirmation.

10 min readRead More
StrategySep 10, 2024

Market Timing: When Should You Sell?

The interplay of business performance, owner readiness, and capital markets.

6 min readRead More
PreparationAug 22, 2024

Preparing Your Financials for a Sale

What buyers and quality-of-earnings teams actually look at.

7 min readRead More
TaxAug 5, 2024

Tax Considerations in a Business Sale

Asset vs. stock sale, allocation, F-reorg, and rollover equity.

8 min readRead More
ProcessJul 18, 2024

Buyer Qualification: Who Should You Take Seriously?

How to separate tire-kickers from real buyers before you spend management time.

6 min readRead More